+191.1%
AR vs MNDY
-55.5%
+246.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +6.4% | -17.9% | +24.3% | +8.2% |
| 30D | +3.1% | -9.0% | +12.1% | +3.7% |
| 3M | +3.3% | -10.4% | +13.6% | +3.6% |
| 6M | +6.6% | +7.0% | -0.5% | +4.5% |
| YTD | +12.3% | -47.8% | +60.1% | +17.2% |
| 1Y | +12.3% | -51.6% | +63.9% | +18.0% |
| 3Y | +50.4% | -45.0% | +95.5% | +54.4% |
| 5Y | +101.0% | -78.8% | +179.8% | +112.5% |
| All | +191.1% | -55.5% | +246.6% | +208.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling